2023 Form 5500 filing — Orthosynetics, Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250207111000NAL0013685393001) for Orthosynetics, Inc. 401(K) Profit Sharing Plan, reported by Orthosynetics, Inc. under EIN 72-1278948 and plan number 001. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.1MReported net assets$14,053,442
Participants680
Provider compensation$55.3K3 Schedule C row(s)$55,257
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250207111000NAL0013685393001
Plan sponsor
Orthosynetics, Inc.
EIN
72-1278948
Plan number
001
Location
Metairie, LA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$771.2K
Benefits paid / distributions$713.3K
Contributions
Employer$105.5K
Participant$729.4K
Full reported line items
Total assets (EOY)
$14,053,442
Total liabilities (EOY)
$0
Net assets (EOY)
$14,053,442
Employer contributions
$105,457
Participant contributions
$729,396
Total income / additions
$2,798,543
Benefits paid
$713,324
Administrative expenses
$55,445
Total expenses
$771,237
Net increase / (decrease)
$2,027,306

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncINVESTMENT ADVISOR$31,696not reported in the loaded dataset
Jpmorgan Invest Holdings LLCRECORDKEEPER$13,361$0
Postlethwaite & Netterville A ProfeAUDITOR$10,200not reported in the loaded dataset

Related Form 5500 pages